Next-gen Security Premium: Breaches and the SEC Okta continues to spiral, plus a look at the new SEC regulations. OKTA ZS CRWD NET PANW MSFT
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Next-gen Security Premium: Microsoft's Security Shifts A detailed walkthrough of Microsoft's moves across next-gen security lines. MSFT CRWD NET S ZS DDOG OKTA PANW ESTC Hyperscalers GOOG AMZN HCP
Next-gen Security Premium: The coming wave of Security AI CrowdStrike and SentinelOne are creating LLM-backed SOC tools too. CRWD S MSFT GOOG PANW
AI/ML Premium: Google's AI & security moves Google's AI announcements out of their annual I/O event. Hyperscalers Next-gen Security GOOG MSFT CRWD S PANW DDOG SNOW
Next-gen Security Premium: CrowdStrike's investor briefing Thoughts on CrowdStrike's investor briefing, and some recent news. CRWD
Earnings Premium: XDR winter How XDR providers CrowdStrike and SentinelOne fared this Q. Next-gen Security CRWD S
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Next-gen Security The Fal.con has landed Insights from CrowdStrike's Fal.con annual conference. CRWD S PANW ZS NET
Hyperscalers Premium: Obscured by clouds A look at hyperscaler earnings this week, and some CIO spend intent reports this month. Data & Analytics Next-gen Security AMZN GOOG MSFT SNOW DDOG CRWD SaaS Industry